RI TOOWOOMBA and RIT Coastal
RI Toowoomba (RIT) was established in 1992 and has since grown to be a highly successful and well recognised business in South East Queensland. Led by Jeff and Linda English, the business strives to be the most visible and respected financial planning group in Toowoomba and the wider Region.  RI Toowoomba currently has $330 million...

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WEALTHWISE
WEALTHWISE Founded by Jamie and Sheila Luxton the team now consists of 40 staff and is responsible for $640 million funds under advice. The Wealthwise team are proud of the many clients that they have assisted in transitioning to a comfortable retirement, with a focus on both financial security and ensuring that they enjoy a...

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THE LIFESTYLE GROUP
THE LIFESTYLE GROUP The Lifestyle Group (incorporating Wise Planners, Lifestyle Financial Services, Domane Mortgages, and Domane Financial Advisers) is an evolution of the original Lifestyle Financial Services company formed in 1994. CEO Gareth Hall founded the company and has steered it through over 25 years of financial planning excellence. Gareth is also a co-founder and...

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HARVEST WEALTH
HARVEST WEALTH Originally established in 2005, Harvest Wealth as we know  today emerged following a merger in 2010 with another Mildura financial planning firm.  Committed to helping the people of rural Australia manage their financial affairs, Harvest Wealth and their experienced wealth management team offer a holistic advice service designed to help their clients grow, manage...

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FINANCIAL LIFESTYLE PARTNERS
FINANCIAL LIFESTYLE PARTNERS Originally established in 1985, Financial Lifestyle Partners (FLP) has two offices at Donvale and Ringwood in Melbourne’s Eastern suburbs. In its current form, FLP was established in 2010 and now provides holistic advice to 300 clients, has $150 million in funds under advice and $1.6 million in risk premium. In 1994 FLP’s...

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LIFESTYLE FINANCIAL PLANNING SERVICES
LIFESTYLE FINANCIAL PLANNING SERVICES Lifestyle Financial Planning Services (LFPS) is a leading rural Victorian practice that provides high-quality financial advice to their clients. Established in 2004, today it has three partners David Lannen, Lisa McPherson, and Tim Easton.  It has approximately 5,000 clients and 12 staff in its Geelong, Shepparton, and Echuca Offices. It was...

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PRIDE ADVICE
PRIDE ADVICE Pride Advice was established in Adelaide, in South Australia in 2003. It is a holistic advice firm, providing a range of services including retirement planning, investments, insurance and strategic financial planning. The firm employs 15 staff and services over 1,700 clients. Pride Advice offers a variety of services including: Financial Planning Superannuation Retirement...

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EUREKA WHITTAKER MACNAUGHT
EUREKA WHITTAKER MACNAUGHT Established in 1993 Eureka Whittaker Macnaught (EWM) provides a full suite of financial planning services to clients from offices in Sydney and Brisbane. EWM is an award winning practice and won the Financial Wisdom Practice of the year 2014. EWM manages over $540 million of client assets and provides investment advice, superannuation...

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